Meta CTO reveals the company with the biggest advantage in the AI race

Meta CTO Andrew Bosworth has revealed the fate of the biggest companies vying for supremacy in the AI industry. While companies like OpenAI, Meta, and some other are known in the sector, Bosworth has predicted that one company has the biggest advantage and it might not be any of these known companies.

In his assessment, Bosworth broke down the view of how these companies have been faring in the race. In a recent podcast, he mentioned that while Microsoft looks like it is well-positioned in the sector, Google has been facing what he describes as “tension.” However, he mentioned that the big companies still have the needed edge to win in the next generation.

Meta CTO discusses the ongoing AI race

In the latest episode of the Possible podcast, the Meta CTO mentioned that while it is true that the big companies from the previous generations have the edge, they almost never win in the next generation. He added that the world of AI has now opened up and can accommodate enough players, meaning that the companies that rode on the previous waves of advancement in technology might not necessarily win this time.

He added that he believes there is still enough time for more disruptive technology to come into the space. “I don’t know why or how, but I suspect there is a lot of room for truly disruptive technologies,” he said. He also talked about Meta’s open-source model Llama, noting that it has done a better job of providing startups with the best base from which they can begin their innovation. In addition, he believes that the model is responsible for building up the ecosystem of fledging companies.

The Meta CTO also talked about startups and the innovations that they have been able to put out in the sector. “We’re seeing that really play out materially as hyperscalers are forced to take on innovations that came out of these little startups, and obviously vice versa is happening,” Bosworth said. Discussing Meta’s rivals and where they stand, Bosworth thinks Google currently has the roughest road ahead in the sector.

“Google has a business model challenge, right? Like are they willing to undermine and cannibalize one of the most successful business models, if not the most successful business model, of all time?” he said. “Boy, they’ve got the technology, the capability. They’ve got this tension. That’s tough.” However, he feels that the AI potential is “all gravy” for Meta.

Meta reiterates its commitment to the AI industry

Meta has been pouring billions into AI since the beginning of the year, with CEO Mark Zuckerberg mentioning that the company has forecasted a $60 billion spend to invest in the technology this year. Bosworth noted that all of the company’s products are getting better. He said, “they just get better. It’s all good news for us.”

While the company continues to make exploits in that scene, it is currently tied up in court over alleged copyright infringement. According to the plaintiffs, the company used their e-books to train their AI model Llama, with a recent twist noting that the company got the e-books through torrenting, meaning that they did not only use the e-book to train their models, they also allowed other torrent users gain access to the books.

Meanwhile, Bosworth feels that Microsoft is also primed to benefit. “Microsoft, I think, is actually in a similarly strong position. Their products get better,” Bosworth said. “The consumers who use Office products get better. Having all the AI doesn’t make you able to build Office. But having Office with AI is better. So I feel like us and Microsoft win — kind of no matter what.”

However, when it comes to Amazon, Bosworth feels like the company is somewhere in between. “AWS certainly could be helped tremendously, but is it a race to the bottom, and they’re just adding one more incremental service?” he said, talking about the Amazon Web Services cloud business. So maybe it’s a no-up for them.” Still, he believes that the company has the potential to redesign its existing offering.

“They’re announcing their partnership with Anthropic. They have a huge investment in Anthropic,” he noted. “Alexa has got a huge footprint. Can they rejuvenate Alexa with this new program?” meanwhile, when it comes to who will emerge as the winners when the dust eventually settles, the Meta CTO isn’t ruling fledgling companies. “The startups are a total wild card, and that’s what I love about them,” he said. “You know, they come out of nowhere.”

Cryptopolitan Academy: Want to grow your money in 2025? Learn how to do it with DeFi in our upcoming webclass. Save Your Spot